The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Thanks Panama. Interesting times ahead. All the best.
The ‘ring of fire’ that SD has surrounded himself with surely must come at great cost. These guys are big hitters and very experienced. They haven’t bought shares, and are here for a reason. Does anyone know what their incentives are financially? I can’t locate in any RNS’s. SD generates some massive share incentives upon his performance and reaching certain goals/criteria/KPI’s etc. We don’t what they are either.
Just my midnight musings…. Has anyone thought that one of the mighty big gun miners has expressed an interest in buying Telfer and the 70% of Havieron OFF Newcrest? Maybe the potential offer (if there is one) is £30m per 5% plus the Telfer mine?
Hi, does anyone know how many Accumstem Sciences Limited shares were issued? I actually have a share certificate from Link Group of mine as couldn't hold in my ISA. Are they actually worth anything atm? Thanks in advance
RNS 6/4/21. 18m Options exercised in one go by an ex director. Sold up for a 5 bagger?
RNS 6/4/21. 18m Options exercised in one go by an ex director. Are we sure this was a buy reported today?
Here we go with your 3-6 posts '1 month old dodge account' you won't last long here, believe me.... Spreading FUD - fear uncertainty and doubt - over the bulk underground, because that's essentially the only unknown left that such disingenuous posts can target.
Last year we had months and months of tecnhical FUD with the GreenTool and others - who said Havieron would never be economic... but here we are 12 months later with a gigantic starter deposit, a $50m decline going in, and $50m GGP cash funding to DFS, and a published phase 1 mine PFS to take to the bank ... so NCM can get ore to Telfer ASAP.
You may be able to confuse and scare the un-researched with your manipulation, but you cannot touch Bamps or me.
For the rest of you MrBig is a skilled and devious operator who last night was attempting to exploit an ostensibly clever argument. The posts were subsequently removed this am. For the correct reasons.
What he/she was trying to do last night was apply NCM's conservative, underground stoping phase 1 mine operational costs @ $84/tonne - actually $81/tonne according to GGP using the correct exchange rate to Bulk Underground production.
The first Stoping operation has naturally has lower volumes, due to the inherent volume limitations of the Stoping technique and higher costs - ore transport to surface limitation, requirement for drill and blast / explosives, and extra material handling, and subsequence labour in back pasting costs )
But you cannot apply this to the anticipated Bulk under ground block caving grades of the larger scale deposit where the cost per tonne would be circa $25-27/tonne
This is a totally and fundamentally inappropriate comparison made by BiggL - It's like comparing two completely different company cost structures, AND specifically designed to imply that anything under 1.5g is likely to be 'uneconomic'...
And It's total BS becuase we ALL know that Cadia is economic down to 0.4g/t Au... specifically due the bulk efficiencies of the operational costs.
And very much like comparing and interweaving the cost structure of building Ferraris directly to Ford Fiestas -
IE both make massive profits, BUT in TOTALLY different ways . Obviously You cannot make a profit building Ford fiestas in the way you build a Ferrari though. That would be loss making.
That's the best analogy I can come up with. And that is the tactic of this poster. Always Happy to smash them into touch.
Expect Multiple shorter accounts with a very obvious agenda.s
Regarding bulk underground : The only question is will this be a block cave or a more selective sub level cave...? Anyone with mining nouse can see that.. The grade in those breccia are nothing short of sensational. And a mine in their own right.
I've been holding for over 18 months. After reading the PFS last night I thought I'd try a trade 1st thing. Sold in 2 tranches 19p & 18.6p then bought the lot back in 2 hits at 18.3p & 18.28p, a cool 6,000 shares better off than I was at 7.59am this morning. Selling wasn't easy this morning, but buying back was a doddle. Onwards and upwards to the increased in MRE in December. GLA
HSBC sent me my Accustem share certificate today. Held by Link. No idea what to do with it. Can’t trade it with HSBC as they don’t support US exchanges in Investdirect. Any ideas anyone?
Hi all, don’t post at all really, but this to me it suggests that if Newcrest don’t own 75%, they will not be able to force through any key decisions, hence maybe forcing them in the not too distant future to come up with a very good value on the extra 5% that they need from us in order to ‘do what they like’ possibly. Newcrest need this badly for Telfer, no doubt about that.
Newcrest will take all of Hav in the next 12 months. Why would they wait and then have to give loan after loan to an explorer to fund their share of the mining? £50 mill won't go far I reckon looking at the size of Hav. They are not a company to ship 25/30% of profits to an explorer with no input financially long term. IMHO. They will want it all. What that means to GGP shareprice.. is a guess really, but my money is on around 65-70p x 3 where we are MCAP.
Sold my 425,000 this morning for 1.605. Only bought yesterday. One of my better trades this year. Wasn't even planning to trade, but the rise was too good a chance to miss. Might get back in next few days. GLA
Excellent. Thanks for the clarification.
Looks like it’s down. I wanted to check a figure that I ‘thought’ I’d read on their site last week. I’m sure in the bio about Rincon it stated they held 28%. Now it’s 14% with the IPO.